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| Lathrop Investment Management Corp
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| |
|---|---|
| CRD # | 108327 |
| SEC # | 801-16128 |
| CIK # | 0001124841 |
| AUM | $868.4 MM (2024-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 501-227-4930 |
| Address | 10 Corporate Hill Drive Little Rock, AR 72205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| WMT | 335,434.5 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| MLM | 18,860.2 | 0.0 | |
| KEX | 3,783.2 | 0.0 | |
| ADI | 77,186.0 | 0.0 | |
| J | 16,028.2 | 0.0 | |
| SYK | 74,798.9 | 0.0 | |
| TMO | 209,733.6 | 0.0 | |
| ALC | 33,644.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 43.6 |
| (b) Individuals (high net worth individuals) | 153 | 507.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 281.0 |
| (h) Charitable organizations | 3 | 9.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 26.9 |
| (n) Other | 0 | 0.0 |
| Total | 841 | 868.4 |
| By Discretionary | ||
| Discretionary | 840 | 680.3 |
| Non-Discretionary | 1 | 188.1 |
| Total | 841 | 868.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 864.6 | |
| Total | 841 | 868.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001124841] |
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